Wealth Management

The Privilege and Distinction You Deserve

As an esteemed customer of the bank, we offer an array of solutions fit to your expanding needs:

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Team of Experienced Wealth Advisors

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Comprehensive Financial Planning

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Portfolio Management

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Global Investment Solutions

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Protection and Estate Planning

Financial Success with
Customized Portfolios

Your interest is our interest. Your priorities and goals are the center of our personalized portfolio solutions and investment strategies.

Strength in balance. The financial universe is complex and dynamic. We ensure your portfolio has the right balance of opportunity and risk founded on research, market insight and sound investing principles.

Commitment. We keep a close eye on your portfolio and regularly review its relevance to your objectives.

A Partnership Built on Trust

Experienced. Comprehensive. Professional.
Our Wealth Managers are committed to your financial success as we guide you in the different stages of your life. Dedicated to continuous training and certifications, we ensure you receive only the highest quality of investment advice.

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Chartered Wealth Managers (CWM*)

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SBC Academy Investments Certified

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Certified SEC Fixed Income Market Salesmen

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BAP Treasury Certified on Foreign Exchange

Strategic Alliance

Our partnership with the global banking giant, MUFG, allows us to be the only independent Philippine bank to operate and be backed by the expertise and experience of its affiliates–making us the only local bank with global capabilities. With this alliance, the Bank can effectively and seamlessly deliver its service-oriented BetterBanking brand in partnership with its global affiliates.

Ready to put your money in better hands?

Got any questions? Feel free to contact us

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